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For kirana store owners, wholesale traders & small retailers

Check credit history before extending more udhaar

The moment a repeat customer asks for more udhaar, WebRun opens Khatabook, pulls their full payment history, checks how often they have paid late and how large their balance has run before, pings your own WhatsApp with a quick read of low, medium, or high risk, and emails you the full history so you decide whether to extend more credit.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Runs the moment a repeat customer requests new udhaar WebRun
1 Khatabook pull the customer's payment history
2 WhatsApp send you a quick risk read
3 Gmail email you the full history
Run a sample
In short

How do I check a repeat customer's credit history before giving more udhaar?

WebRun pulls a repeat customer's full udhaar and payment history from Khatabook the moment they ask for more credit, rates them low, medium, or high risk based on past late payments and balances carried, and pings your own WhatsApp with that read. It also emails you the full history, so you decide on the spot whether to extend more udhaar.

  • Credit decisions get a quick risk read instead of relying on memory
  • Late payment history is never invisible when a repeat customer asks again
  • The full history lands in your inbox as a record for later

Built for kirana store owners · wholesale traders · small retailers · shop owners extending repeat credit

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens khatabook.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Khatabook - pull the customer's payment history
    khatabook.com How to Automate Khatabook
    WebRun in Khatabook: pull the customer's payment history
    WebRun opens Khatabook to pull the customer's payment history.
    • Open Khatabook and pull the customer's full udhaar and payment history
    • Count how many times they have paid late and their highest balance carried
    • Rate the customer as low, medium, or high risk based on that history

    Done when The customer's payment history is pulled and rated for risk.

  3. 2
    WhatsApp - send you a quick risk read
    whatsapp.com How to Automate WhatsApp
    WebRun in WhatsApp: send you a quick risk read
    WebRun opens WhatsApp to send you a quick risk read.
    • Message your own WhatsApp with the customer's name and risk rating
    • Include the current amount they are asking to add to their udhaar
    • Keep the message short enough to read before you answer the customer

    Done when You have a quick risk read on WhatsApp before you respond to the customer.

  4. 3
    Gmail - email you the full history
    gmail.com How to Automate Gmail
    WebRun in Gmail: email you the full history
    WebRun opens Gmail to email you the full history.
    • Email the full payment history, including every late payment and past balance
    • Attach it for your records in case you need it again later
    • Send it to you at the same time as the WhatsApp message

    Done when The full credit history is in your inbox for reference.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
khatabook.com
ScheduleRuns automatically on this cadence
Runs the moment a repeat customer requests new udhaar
DeliveryHow each run's result reaches you
Risk read · WhatsApp
OutputWhat each run produces - A quick low, medium, or high risk read on WhatsApp, plus the customer's full payment history by email.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it message the customer about their credit risk?

No. Both the WhatsApp risk read and the emailed history go to you alone, so you can decide how to answer the customer yourself.

How is the risk rating worked out?

From the customer's own history in Khatabook: how often they have paid late and how large a balance they have carried before, rated as low, medium, or high.

Does this slow down serving the customer?

No. The risk read reaches your WhatsApp within moments of the request, quick enough to check while the customer is still in front of you.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.